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Front desk support

AI for healthcare practices

Front desk staff focus on patients at the counter while incoming calls, referrals and faxes are handled by tools running in your own account.

Office paperwork flow

Read incoming documents into structured fields

Referrals, faxes, intake forms and insurance statements often arrive on paper. New tools read pages directly into structured fields for your practice system, leaving your office manager to review and approve extracted values before anything is written.

  1. 1

    Staff approve every entry

    Staff members review extracted fields, and write-back to the practice management system happens after a person approves each entry.

  2. 2

    Accounts in your name

    Work runs in a Microsoft or AWS account your practice owns, keeping all subscriptions, agreements and records in your name.

  3. 3

    Models do not learn from patient documents

    Models do not learn from patient documents, and stored content can be deleted from your environment.

Built for your kind of practice

Every setup is adapted to local workflows. Front desks handle heavy phone traffic differently than billing teams process benefit statements, so each area gets a tool built for its daily routine.

Select your practice type

Read related tasks

Medical answering service and back office

Daily work falls into distinct tasks. Each job pulls information from one source, structures values, and waits for a person to check results before moving to next steps.

Select a daily job

Information source

Target system

Staff review

Health insurance card scanner at work

Azure Document Intelligence extracts key information such as insurer, member, prescription and group number from phone-captured images, scanned documents and digital PDFs. Extracted values return as a structured JSON representation a person can check.

View Microsoft documentation

Document Intelligence Studio showing Microsoft's sample health insurance card with fields boxed on the card and the extracted values listed beside it
Microsoft Learn sample insurance card shown to illustrate reading capabilities, not a patient document.

Patient information stays in your control

Tools run in an environment you own. Access controls, logging and retention policies are configured and documented during builds, allowing your practice to keep its own compliance program.

Your own cloud account

Systems run in a Microsoft or AWS account the practice owns. Subscriptions, agreements and records stay in the practice's name.

Microsoft Business Associate Agreement

Microsoft offers covered entities a HIPAA Business Associate Agreement through the Data Protection Addendum. Practices keep their own compliance program while in-scope services are confirmed before touching patient information.

Strict staff access controls

Staff access to records and folders is reviewed and corrected before anything is indexed. Answers are limited to what the signed-in user may see.

Approval required for write-back

Write-back to the practice management system happens after a person approves each entry. Every call is transcribed and logged.

Microsoft documentation:Health insurance card model,Invoice model,HIPAA and HITECH,Azure AI Search security filters.

Phased builds for local practices

First builds cover front-desk or paperwork jobs that take the most staff hours. Initial phases normally take three to six weeks.

  1. 1

    Pick the primary job

    First conversations happen in person to identify administrative burdens, selecting one specific paperwork or phone task to automate first.

  2. 2

    Test on real documents

    Generated output varies between runs, so a sample of real documents is tested repeatedly to ensure consistent extraction fields.

  3. 3

    Measure against known values

    Accuracy is measured against documents whose correct values are already recorded, re-running test sets after every change to verify results.

  4. 4

    Start with non-patient work

    Non-patient work such as answering phones, procedures desks, supplier invoices and recall reporting can start smoothly before clinical scope is settled.

Questions from office managers

Book a short readiness review

Conversations are held in person at first to discuss your heaviest paperwork burdens.

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CloudCentric · Mount Pleasant, SC · serving Charleston and the Lowcountry(844) 422-7000